Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident. The discussion will focus on the various ways to protect common ass

Learn how to keep assets safe from plaintiffs, creditors or a government agency. We'll review more advanced planning strategies and solutions, including planning with community property; use of domestic and offshore business entities; domestic and foreign trusts; equity strips; private retirement plans; sales to defective trusts; and others. We'll also look at how to protect assets after a lawsuit, a loan default or an accident. The discussion will focus on the various ways to protect common assets, such as houses, bank and brokerage accounts; businesses and professional practices; and retirement plans.

Objectives:
Identify sophisticated asset protection planning techniques
Determine common obstacles to planning and what to do with last minute planning

Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles. The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions. Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University. He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell. Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups. He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.